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May Hill Capital’s SAP SAP Stock Holding History

May Hill Capital’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$411K Sell
2,670
-3,154
-54% -$538K 0.09% 146
2026
Q1 		$997K Buy
5,824
+2,467
+73% +$509K 0.25% 73
2025
Q4 		$815K Sell
3,357
-46
-1% -$11.7K 0.22% 77
2025
Q3 		$909K Sell
3,403
-219
-6% -$61.6K 0.27% 64
2025
Q2 		$1.1M Buy
3,622
+1,460
+68% +$418K 0.36% 49
2025
Q1 		$580K Buy
2,162
+632
+41% +$172K 0.22% 73
2024
Q4 		$377K Buy
+1,530
New +$364K 0.15% 96

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

May Hill Capital's SAP Position: Q2 2026 in Review

May Hill Capital reduced its SAP (SAP) stake by 54% in Q2 2026, selling an estimated $538K and leaving 2,670 shares worth $411K. The position accounts for 0.09% of the portfolio, ranked #146.

May Hill Capital first reported a position in SAP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q2 2025. 816 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • May Hill Capital held 2,670 shares of SAP worth $411K as of Q2 2026.
  • May Hill Capital sold 3,154 SAP shares in Q2 2026, an estimated $538K.
  • SAP made up 0.09% of May Hill Capital's portfolio in Q2 2026, its #146 holding.
  • May Hill Capital first reported a position in SAP in Q4 2024 and has held it in 7 quarters since.
  • May Hill Capital's SAP position peaked at $1.1M in Q2 2025.
  • 816 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on May Hill Capital's 13F filing for Q2 2026, filed 7 Aug 2026.